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379 hedge funds and large institutions have $4.49B invested in Alcoa in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 119 increasing their positions, 110 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $4.16B → $4.49B (+$329M)

8% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 110

4% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 52

0.78% more ownership

Funds ownership: 85.16%85.95% (+0.78%)

1% less funds holding

Funds holding: 383379 (-4)

10% less call options, than puts

Call options by funds: $151M | Put options by funds: $168M

Holders
379
Holders Change
-4
Holders Change %
-1.04%
% of All Funds
8.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
54
Increased
119
Reduced
110
Closed
52
Calls
$151M
Puts
$168M
Net Calls
-$16.8M
Net Calls Change
+$39.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$27.2M +$9.96M +348,371 +56%
State of New Jersey Common Pension Fund D
27
State of New Jersey Common Pension Fund D
New Jersey
$25.4M
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$25M +$22.2M +775,729 +684%
Morgan Stanley
29
Morgan Stanley
New York
$25M +$3.46M +120,923 +16%
Barclays
30
Barclays
United Kingdom
$24.2M +$12.6M +442,021 +106%
BCM
31
Brigade Capital Management
New York
$23.8M +$1.72M +60,000 +8%
Goldman Sachs
32
Goldman Sachs
New York
$22.3M -$6.37M -222,667 -22%
Ameriprise
33
Ameriprise
Minnesota
$20.9M +$16.5M +577,841 +348%
Legal & General Group
34
Legal & General Group
United Kingdom
$19.2M +$22.3K +781 +0.1%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$18M -$16.2M -568,022 -47%
Norges Bank
36
Norges Bank
Norway
$17.8M -$208M -7,287,643 -92%
O
37
OppenheimerFunds
New York
$15.4M -$17.5M -612,341 -53%
TCIM
38
TIAA CREF Investment Management
New York
$14.3M +$1.25M +43,659 +9%
Allianz Asset Management
39
Allianz Asset Management
Germany
$13.2M -$1.04M -36,446 -7%
UBS Group
40
UBS Group
Switzerland
$12.7M +$8.97M +313,701 +231%
HP
41
Hosking Partners
United Kingdom
$12.1M -$64.1K -2,241 -0.5%
Man Group
42
Man Group
United Kingdom
$11.9M -$18.8M -656,298 -61%
Millennium Management
43
Millennium Management
New York
$11.4M -$9.31M -325,591 -45%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$11.4M +$2.2M +77,043 +24%
Squarepoint
45
Squarepoint
New York
$11.1M +$8.98M +313,842 +385%
GC
46
Guggenheim Capital
Illinois
$11M +$465K +16,268 +4%
Principal Financial Group
47
Principal Financial Group
Iowa
$10.4M -$150K -5,254 -1%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$10.3M -$2.75M -96,194 -21%
Marshall Wace
49
Marshall Wace
United Kingdom
$9.69M -$2.24M -78,378 -19%
Swiss National Bank
50
Swiss National Bank
Switzerland
$9.57M +$292K +10,200 +3%

AA Hedge Fund Activity: Q1 2019 in Review

379 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2019, worth a combined $4.49B — up 7.9% from $4.16B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AA positions and 52 closed out — a net gain of 2 holders — while 119 added to existing stakes and 110 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $73.9M. The largest seller was Norges Bank, cutting an estimated $208M.

  • 379 institutional investors held Alcoa (AA) as of Q1 2019, down from 383 in Q4 2018.
  • Funds reported $4.49B of Alcoa stock for Q1 2019, up 7.9% quarter-over-quarter.
  • 54 funds opened new Alcoa positions in Q1 2019 and 52 closed out, a net change of +2 holders.
  • The largest Alcoa buyer in Q1 2019 was Two Sigma Investments, an estimated $73.9M added.
  • The largest Alcoa seller in Q1 2019 was Norges Bank, an estimated $208M sold.

Based on aggregated 13F filings for Q1 2019.